Beat Plan | Knowledge Base

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    • Popular Articles

    • Why I am getting "User account already is use. Try with another or contact your admin" Error?

      User Account ALready in use A User will get this error when he tries to log in from a different device without logging out of the previous device. URVA  mobile application cannot be used on two different devices with the same credentials due to ...
    • Tasks movement/ actions performed on URVA web

      Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...
    • FOS/RM/Franchise FOS Responsibilities

      FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...
    • Create an Activity Form

      Our innovative Activities module, revolutionizes the way you create and manage digital forms of any kind. One can effortlessly design, customize, and deploy dynamic digital forms tailored to your specific needs. Whether it's surveys, feedback forms, ...
    • How to login on Web Portal?

      Logging in to the web portal is easy: Go to https://web.urva.app/ Enter 'Organization code' and click on Next. ( Organization code along with your Username and Password will be sent to you through an email) Enter Username and Password and click on ...
    • Recent Articles

    • Generate a Transcript for a call logged in URVA

      URVA makes it easy to convert your call recordings into searchable text transcripts. This feature allows you to efficiently review and find specific information within your calls. Follow these straightforward steps to generate and access your call ...
    • Send chat invite to Customer from Contacts

      URVA now lets you seamlessly invite customers for a chat on popular platforms like WhatsApp, Telegram, or Instagram. Here’s how you can get started: Go to the Work section from the URVA home page. Scroll through the assigned contacts list to find the ...
    • Manager action on Team directory

      Managers Role can now view attendance in story format, change passwords, reset user logins, enable support mode, share visiting cards, and assign activities and collections using the mobile application. To View the attendance status as story, please ...
    • Unique Value in Table Interface

      As a user, you want to make sure that certain fields in your online forms do not have duplicate entries. This feature is already available on the mobile app. Here is how unique field selection in table works: From URVA home page, go to Activities. ...
    • Mark Activities as Favourite

      Favoriting activities allows you to easily access and prioritize them in your work tab. Follow the steps for marking the multiple activities as favourite: From URVA home page, go to Account. Next scroll down to find the Activities tab and click on ...